YMutual & Membership BenefitEIN: 957086061· Ruling Year: 2000

Long-term Disability Voluntary Employees Beneficiary Association

Rosemead, California

B+Health Score
73B+

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Good

How This Organization Compares

Compared to 22 peers in Mutual & Membership Benefit with $10M-$100M revenue

💰
$11.2M
Total Revenue
📊
$11.3M
Total Expenses
🏦
$6.2M
Net Assets
📋
N/A
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+12.5%
Year-over-year change (2022 → 2023)
Net Margin
-1.6%
Revenue minus expenses as % of revenue

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$11,170,45713%$11,348,64521%$6,210,1733%
2022$9,926,9437%$9,344,5224%$6,388,36110%
2021$9,251,5678%$9,705,4773%$5,805,9407%
2020$10,027,61419%$9,432,7259%$6,259,85011%
2019$12,334,28980%$10,312,2924%$5,664,96155%
2018$6,834,27526%$9,885,8522%$3,643,30546%
2017$9,296,46321%$9,732,2522%$6,694,8826%
2016$11,765,11174%$9,888,4054%$7,130,67136%
2015$6,752,15825%$9,540,7286%$5,253,96535%
2014$9,000,876$8,998,0932%$8,042,535
2013$9,000,839$9,202,8774%$8,039,7522%
2012$9,000,909$8,876,5406%$8,241,7902%
2011$9,001,861$9,425,486$8,117,421

Frequently Asked Questions

What does Long-term Disability Voluntary Employees Beneficiary Association do?

Long-term Disability Voluntary Employees Beneficiary Association is a mutual & membership benefit nonprofit organization based in California. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Long-term Disability Voluntary Employees Beneficiary Association financially healthy?

Based on our 9-metric Financial Health Score model, Long-term Disability Voluntary Employees Beneficiary Association has a score of 73/100 (Grade: B+). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Long-term Disability Voluntary Employees Beneficiary Association generate?

Long-term Disability Voluntary Employees Beneficiary Association reports $10.8M in annual revenue and holds $9.7M in total assets, based on IRS filings.

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